We've generated an excel sheet which has the roles and tasks in each role. It comes in handy as finding out the tasks in each role is difficult right now, as there is no option to view only available tasks. You have to scroll up and down to see which tasks are in a role.
You can download it from here.
I've seen lots of suggestions related to this in the newsgroups, so I guess this should come in a future release.
If any of you would like more details – let me know and I can put out a larger excel sheet.
PS - If you are just about getting started with GP 10 security, or planning an upgrade might be a good idea to listen to Mark Polino's podcast #7 (Listen till the end). Lots of useful information there.
Doesn't look like your excel spreadsheet is still available - anychance of getting a copy of that?
ReplyDeleteWould really appreciate it.
Yes, what address can I mail you at ?
ReplyDeleteJivtesh
Just found your blog and am digging through this gold mine of information. May I also get this spreadsheet?
ReplyDeleteeyespi20 at gmail dot com (you can figure it out - you're an IT guy!)
Thanks!
Margaret
Any chance I can get this too? I've been trying to track this down for some time now. This sounds awesome. msuea at yahoo dot com. Thank you and have a great day.
ReplyDeleteSent!
ReplyDeleteI would love to get a copy of the spreadsheet
ReplyDeletergilbert at bfenergy dot com
Hello, could you please send me a copy of this spreadsheet? It sounds awesome! ccels at bdo dot ca. Thanks!
ReplyDeleteA copy of the spreadshet would be a great help :)
ReplyDeleteaceman_heat at hotmail dot com
Please send me a copy also.
ReplyDeletesirj21 at hotmail dot com
Sent to all that requested. I've also updated the link, and it should work now!
ReplyDeleteI'm trying to figure out what security tasks I need to add to my securtiy role so that I do not get errors from the following after posting a Component Trx Entry.
ReplyDeleteInventory Adjustments Journal
GL Distribution Breakdown Register
IV Cost Variance Report
These 3 reports my security role does not have proper priveledges for. I've already tried adding all the security tasks that start with RPT_ but no luck. I also tried the Security Profiler of the Support Debugging Tool but it was not giving me anything useful... just the name fo the reports which I already knew. Any idea how to discover exactly what security tasks are needed when these priveledge errors come up?
Anonymous :),
ReplyDeleteIn some cases the in built tasks do not cover specific windows/reports - you have to create a new task.
I had written about this here -
http://www.jivtesh.com/2008/03/gp-10-does-not-have-inbuilt-roletask.html
Hope that helps,
Jivtesh
Where can I find the podcast #7 you mentioned from Mark Polino? I did not see the link
ReplyDeleteThe link is broken for the download...can you email to john dot brooks at cox dot net?
ReplyDeleteHi Jivetesh,
ReplyDeleteI am trying to download the excel sheet, but the link is broken. Would appreciate if you could email me the excel sheet.
shyamalasivalingam@gmail.com
Thanks so much
Shyam
Mailed. Please feel free to ask for the sheet while the server is migrated.
ReplyDeleteCould I also get this spreadsheet?
ReplyDeletedmorinello at safmt.org
Sent.
ReplyDeleteCan you mail me the spreadsheet, i have an upgrade pretty soon and this would be a great tool.
ReplyDeleteYou didn't put in your email ID ... You should be able to download it now. Link has been fixed.
ReplyDeleteIs there more accounts receivable roles then just AR CLERK. I don't see any role that can do posting
ReplyDeleteHi,
ReplyDeleteI need to give post employee expense to one of my users. Please let me know which task I shold give access to him.
I have given PA EXPENSE CLERK* role access but he is not able to post expense. He is getting message :"You do not have access to post transaction".
Please let me know if you which task I should use to post transaction.
Regards,
Sntosh
This is great. I was wondering if you had a way to determine which roles are incompatible with each other. More of a Segregation of Duties type Matrix.
ReplyDeleteIf so, could you please send it to me? Thank You So Much...
Brett
daydreamin29@gmail.com
I would also like a copy of this spreadsheet.
ReplyDeleteAlso...I would like to create a Role which only has the ability to change user passwords. While I have been able to limit access to just the user setup window, the role i have defined is not able to save the changes made. Do you have anything outlining what specific tasks are necessary to perform this function?
thank you for any help,
Mike dot Metzler at desertschools dot org
Mike, not sure if you are still looking for your answer, but check out this post:
ReplyDeletehttp://jpdavey.blogspot.com/2011/05/sa-dynsa-and-poweruser-in-dynamics-gp.html
and this post
http://dynamicsgpblogster.blogspot.com/2009/04/microsoft-dynamics-gp-10-poweruser-role.html
Read the comments in the first post for a caveat of the second one.